WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$9.51M
3
+$1.56M
4
AAPL icon
Apple
AAPL
+$1.26M
5
LYV icon
Live Nation Entertainment
LYV
+$1.24M

Top Sells

1
+$12.4M
2
+$10.4M
3
+$2.84M
4
WSO icon
Watsco Inc
WSO
+$2.78M
5
MSFT icon
Microsoft
MSFT
+$2.45M

Sector Composition

1 Technology 22.83%
2 Financials 10.2%
3 Healthcare 10.15%
4 Industrials 7.39%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3.03K ﹤0.01%
228
752
$3.01K ﹤0.01%
13
-1
753
$2.91K ﹤0.01%
27
754
$2.91K ﹤0.01%
284
755
$2.9K ﹤0.01%
26
+8
756
$2.88K ﹤0.01%
101
+22
757
$2.88K ﹤0.01%
24
-2
758
$2.83K ﹤0.01%
13
-2
759
$2.81K ﹤0.01%
70
760
$2.71K ﹤0.01%
12
-2
761
$2.69K ﹤0.01%
200
762
$2.69K ﹤0.01%
663
763
$2.57K ﹤0.01%
2
764
$2.54K ﹤0.01%
26
765
$2.44K ﹤0.01%
44
+1
766
$2.41K ﹤0.01%
70
767
$2.37K ﹤0.01%
170
768
$2.35K ﹤0.01%
105
769
$2.33K ﹤0.01%
200
-100
770
$2.32K ﹤0.01%
31
-1
771
$2.31K ﹤0.01%
5
772
$2.27K ﹤0.01%
20
773
$2.27K ﹤0.01%
500
774
$2.26K ﹤0.01%
28
-1
775
$2.26K ﹤0.01%
52
-12
29 30
31
32 33